See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,435 | $86,929+81.1% | $102,423+53.7% | $80,856+94.7% |
| Participation rate | 54.1% | 72.4%-18.3pp | 76.5%-22.4pp | 67.6%-13.6pp |
| Annual return | 13.00% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,385 | $2,369-41.5% | $3,023-54.2% | $2,755-49.7% |
| Participant deferral / active EE | $3,346 | $4,118-18.8% | $5,053-33.8% | $4,296-22.1% |
| Admin fee / account holder | $8,716 | $8,049+8.3% | $9,451-7.8% | $6,918+26.0% |